As the world adjusts to the evolving landscape of Trump 2.0's new policies, the global manufacturing sector finds itself at the precipice of another significant restructuring. While the turbulence of both the Trump 1.0 and Biden administrations over the past eight years left a lasting impact, the latest wave of policy changes still reverberated through component suppliers. With market share expansion in China remaining a priority, some smaller companies have already begun quietly repositioning their assets in response to shifting dynamics
As AI rapidly advances, the demand for skilled professionals has surged in China, especially in generative AI, large models, data centers, and humanoid robots. Competition for talent is fierce, with major companies like Xiaomi, ByteDance, and Alibaba offering annual salaries often surpassing CNY1 million (US$137,830) to recruit top AI experts for their R&D teams
As AI applications advance, the demand for high-performance and energy-efficient memory is growing across on-device AI, high-performance computing (HPC), and data centers. In response, Samsung Electronics (Samsung) plans to introduce low power wide I/O (LPW) DRAM in 2028, a next-generation memory technology designed to enhance on-device AI performance and solidify its leadership in the mobile memory sector
Chinese President Xi Jinping recently attended a "Private Enterprise Symposium," which saw participation from nearly all leading companies, including Alibaba founder Jack Ma. However, the details of what these private enterprise leaders discussed during the meeting have only recently begun to emerge in reports
Lenovo has announced a leadership transition, with Executive Vice President and Chief Financial Officer (CFO) Wai-ming Wong and Senior Vice President and Chief Legal Officer (CLO) Laura G. Quatela set to retire on March 31. However, both will remain involved as non-executive directors on Lenovo's board, with Wong joining the Audit Committee and Quatela taking a seat on the Nomination and Governance Committee
Dirk Beljaarts. Economy Minister of Netherlands and Peter Wennink, former CEO of ASML, visited Samsung Electronics' semiconductor facility in Pyeongtaek, South Korea, drawing significant industry attention regarding potential future collaborations
SK Hynix CEO Noh-Jung Kwak, reflecting on the emergence of China's DeepSeek, predicts that the generative AI model will ultimately have a positive impact on the semiconductor industry in the long run
China's automotive market remains caught in an intense price war, with competition becoming increasingly cutthroat over the past two years. This has forced weaker brands out of the market one by one. Industry projections suggest that by 2025, the dust will begin to settle, revealing a new turning point
Oppo unveiled its latest flagship foldable phone, the Find N5, on February 20 in Singapore, highlighting the company's advancements in mobile phone research and development. With the model set for sale on February 28, the Chinese smartphone maker aims to redefine the foldable phone market while enhancing its brand value and increasing high-end smartphone shipments globally
Alibaba Group's financial report for the fourth quarter of 2024 reveals an 8% year-over-year revenue increase, driven by the year-end shopping season. The revenue totaled CNY280.2 billion (US$38.6 billion), registering the fastest growth rate in over a year. This reflects strong performance in its core e-commerce and cloud computing sectors
Ant Group is recruiting developers for AI-equipped humanoid robots as it prepares to enter the field. According to Chinese media outlets Jiemian News and South China Morning Post, Shanghai Ant (Mayi) Lingbo Technology, an Ant Group subsidiary, is hiring humanoid robot systems and application software engineers, hardware architecture engineers, motion control software engineers, and finished machine/hardware specialists, for job positions in Shanghai and Hangzhou
Following BYD's debut of its "God's Eye" intelligent driving system, the already limited supply of 8-megapixel (8M) automotive CMOS image sensors (CIS) has quickly become a shortage, according to industry sources in China
HiSilicon is keen to grow its chip business beyond mobile phones and computing to the automotive industry, according to industry sources in China. During a recent summit for private entrepreneurs organized by the Chinese government, Huawei founder Zhengfei Ren's remarks about launching "Backup Plan 2.0" have drawn renewed attention
Memory firms are stepping up recruitment efforts, as global demand intensifies for manpower supporting development of semiconductors for AI applications
